EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
Our Purpose and Mission
Empowering entrepreneurial minds to create value – today and for the future.
We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
Job Description
We are looking for a proactive Client Services Officer (CSO) who is passionate about client engagement and eager to contribute to our mission of empowering entrepreneurial minds to create lasting value. In this role, you will be a vital link between clients and our internal teams, ensuring the seamless execution of customer instructions while building strong relationships in a stimulating and dynamic work environment.
Key Responsibilities:
The CSO will assist the Client relationship Officers (CROs) with:
1. banking and client-related administration such as: transfers and payments, foreign exchange, monitoring and fixing of bank deposits and processing of purchases and securities sales.
2. interact with clients following-up on pending issues and escalating to the Customer Relationship Officer (CRO) if necessary
3. internal stakeholder management such as Operations, Compliance and offshore entities as required for the completion of annual reviews and onboarding documents.
4. Where authorised by the Fitness & Propriety Certificate, promote, recommend and arrange banking and investment products and services.
5. Prepare any documental support on behalf of the CRO to ensure timely completion of periodic reviews and onboarding submissions.
6. Complete and process credit applications and reviews as well as managing new loans from approval through to drawdown.
7. Perform research work upon CRO’s request
8. acting as the contact person on behalf of the team for the other departments of the bank whenever needed (troubleshooting, requests,
9. Complying with the Code of Conduct and all internal regulations (. Cross Border, AML, Clear Desk Policy, Absence Management).
Skills and experience
10. Experience: 3-5 years of demonstrable experience in a similar role within private banking or financial services.
11. Knowledge: Strong understanding of private banking processes, financial products, and regulatory requirements (KYC, AML, FATCA, CRS)
12. Technical Skills: Proficient in standard IT systems; ability to quickly learn new software.
13. Qualifications: IAD Level 4 required
14. Greek Language mandatory
Personal Attributes:
15. Service-oriented and client-focused mindset
16. Strong team player with a collaborative spirit
17. High level of confidentiality and discretion
18. Proactive and self-motivated
19. Detail-oriented, accurate, and reliable
20. Open-minded and eager to learn new skills
Our Values
21. Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
22. Hands-on: Being proactive to rapidly deliver high-quality results
23. Passionate: Being committed and striving for excellence
24. Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
25. Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
Our Benefits
At EFG, we tailor our benefits based on the needs of our employees and have purposely created an extensive benefits package that looks to support/enhance employee wellbeing in as many as aspects of life as possible. Below is a high-level summary of the fantastic benefits that we offer to our employees at EFG;
26. A highly competitive non-contributory pension contribution (with the option to contribute further via salary sacrifice)
27. Enhanced annual leave entitlement
28. Private Medical Cover
29. Cash back membership
30. Life Insurance
31. Income protection
32. Electric Vehicle leasing
33. Travel loans
34. A wide range of other benefits and opportunities for employees to take advantage of, such as Wellness Apps, Mortgage Brokering services, Insurance discounts, access to discount portals and much more.